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Online Booking Deposits Overview

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It sounds all too familiar—a client schedules an appointment only to later cancel on you—leaving you potentially out of pocket and annoyed because you've had 3 clients cancel in 2 days. Whatever the case may be, charging your clients a Deposit can drastically reduce the likelihood of cancellations.

Simple Salon allows you to take a Deposit when your clients make an Online Booking. This will ensure that your clients value your time the same way you do. It's also less likely a client will cancel or forget an appointment if a deposit has already been paid!

One thing to note about Simple Salon's Deposits system is that Deposits are assigned to a client and not just to a specific booking! So once a Deposit has been collected (i.e when an Online Booking is accepted), it can be used via POS to pay for other services/products (but we'll show you more on this later in the article). 

If you would like to find something specific about this feature, you can use the following links to jump ahead:

How to Enable Deposits for Online Bookings

Deposits for Online Bookings can be enabled via the Online tab then Admin:

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Select the Require Deposit option, then choose your required Deposit Percentage:

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If you don't already have a Stripe account setup, please go to the following article to learn how you can setup an account and link it to your Simple Salon account: Connecting Stripe to Online Bookings

What Happens on the Client's End When Deposits Are Required:

Making an Online Booking with Deposits

The client will first choose their service, operator and date/time of appointment, as per How Clients Make Online Bookings.

Once they've chosen their appointment, they'll be taken over to the Shopping Cart. Depending on what amount you've selected as the Deposit Percentage, they'll have a Deposit Owing amount that they'll need to pay before the booking goes through:

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Once they've paid the Deposit amount, they'll be sent a notification that their appointment is Pending and awaiting your confirmation (that is unless of course you have Auto Approval enabled):

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After the client has successfully paid for the Deposit—and their appointment is pending—a hold is placed on the user's card for the deposit amount.

If you reject the client's appointment, the hold is released on the payment and it won't be taken from the client's account.

If you approve the appointment, the deposit transaction will be processed. 

Redeeming Packages with Deposits Enabled

If the client chooses a service to book (that they have already purchased previously as part of a package) the system will automatically detect this.

The client can book a package as normal via the "My Packages" tab (in their Online Booking account):

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When they go to confirm their booking in the Shopping Cart, you'll notice they will not have to pay a Deposit:

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The client can Book their package item with no deposit owing, and they'll be notified that their appointment is pending and awaiting approval (unless you have Auto-Approval enabled).

Client Cancels Their Own Appointment 

If the client has booked an appointment outside of your minimum cancellation period, this means clients have the option of cancelling their appointment from their end via their Online Booking account, under My Bookings:

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If the client chooses to Cancel the appointment, they'll be notified that their Deposit will be refunded back onto their original form of payment:

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Once confirmed, their booking will be cancelled, and Deposit refunded back onto their card.

This will be reflected in your Online Dashboard, under Booking Activities. If the client has cancelled their booking after already being accepted, the status will appear in green (i.e. appointment accepted, however cancelled after acceptance):

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If the client cancels their appointment before it was accepted (while still pending), the cancelled status will appear in red (you can also hover over the status to see the reason):

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Appointments cancelled by the client can also be seen via your Activity Report (Reporting > Report List).

How to Use a Client's Deposit in POS

When a client has finished their appointment and is ready to pay, you can Add Client to Sale from their Appointment as you usually would:

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You'll notice on the POS screen the Deposit Paid amount:

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You can Receive Payment, where the Sale Payment Details will pop up. As you can see, there is a new drop-down menu added for the Deposit/s that they have previously paid. You can proceed to Finish Sale as usual.

Screen_Shot_2020-10-19_at_4.11.17_pm.png

The Appointment has now been paid for, and the Deposit will now be taken away from their Deposit balance.

As mentioned earlier, Deposits are assigned to a client, and not to a specific booking. When a Deposit is collected (i.e. when a booking is accepted), this amount can be used via POS for anything.

Therefore if the client has a Deposit balance, it will still appear in POS even if the appointment was made through the Appointments page (and they didn't pay a Deposit for it).

If they don't want to use their Deposit amount when paying for an appointment, you can click the red X next to the Deposit/s so that the client can pay for the remaining amount another way:

Screen_Shot_2020-10-19_at_4.11.17_pm.png

Viewing a Client's Deposit Balance via Client Card

If you would like to view a client's current deposit balance, you can go to their Client Card > click on the Actions menu and select the Deposits Screen_Shot_2020-10-19_at_4.14.36_pm.png icon:

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All of their Deposit transaction history can be viewed from here:

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Selecting View next to any Transaction Type will take you over to the Transaction/Invoice Details in your Transaction List:

Screen_Shot_2020-10-19_at_4.15.13_pm.png

Canceling an Open Appointment with Deposit from the Appointments Page

If you try to delete an appointment from the appointments page that has had a Deposit paid with it, you'll receive a pop-up that will ask if you would like to either Retain (the salon will keep the client's deposit) the Deposit—or Refund the Deposit (deposit goes back to client's original payment method):

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Refund Deposit

If you select Refund Deposit, you'll receive a pop-up asking if you're sure you would like to delete the appointment and refund the deposit:

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Select Yes if you would like to proceed.

Once it has processed, the appointment will be deleted, and the deposit will be refunded back to the client's original deposit payment method.

Retain Deposit

If you select Retain Deposit, you'll receive a pop-up asking if you're sure you would like to delete the appointment and retain the deposit:

Screen_Shot_2020-10-19_at_4.17.01_pm.png

NOTE: Selecting Yes will FORFEIT the client's deposit. Your salon will be retaining/keeping the payment.

Select Yes if you would like to proceed. Once it has processed, the appointment will be deleted, and the salon will retain the deposit amount.

Refunding Deposits

Refunding a Sale with a Deposit:

If you need to refund the whole transaction including their deposit, go to the Transaction List (via POS) and locate the original Sale.

This sale will have two payment types, i.e. Cash/EFTPOS and "Deposit used".

Click Details next to the sale with the deposit used that you are looking to refund:

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Now we can select "Refund Transaction" to begin the refund process:

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The items from the original transaction will appear in the POS Refund list:

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By selecting Refund Payment, you'll see the original way they paid and the Deposit that was processed with the sale:

Screen_Shot_2020-10-19_at_4.20.44_pm.png

If you select Finish Refund as above—the whole refund transaction will process, and their deposit will be refunded into their original payment method.

If you click the X next to the deposit instead, you will receive the following pop-up:

Screen_Shot_2020-10-19_at_4.21.14_pm.png

NOTE: Retain Deposit is referring to the salon retaining the deposit, i.e. the deposit has been forfeited by the client and will be kept by the salon.

If you're happy to go ahead with refunding the services and forfeiting the clients deposit, go ahead and Finish Refund (you'll notice the Forfeit Deposit line item added):

Screen_Shot_2020-10-19_at_4.21.47_pm.png

Refunding the Deposit Only

If you are looking to refund a deposit that has not yet been used, you can navigate to the client's Client Card, go to the Actions menu and click on the DepositsScreen_Shot_2020-10-19_at_4.14.36_pm.pngoption.

Click "View" next to a deposit that has been "taken" (i.e. hasn't been used for an appointment yet):

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This will bring you to the original deposit transaction in your Transaction List, where you can go ahead and click Refund Transaction to refund the deposit back to their original payment method:

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You'll be asked to confirm the transaction, and then will be notified that the refund was successful:

Screen_Shot_2020-10-19_at_4.24.37_pm.png  Screen_Shot_2020-10-19_at_4.24.44_pm.png

Refunding a Retained Deposit

You can also refund a client's retained deposit via their Client Card > selecting the Actions menu > clicking the Deposit Screen_Shot_2020-10-19_at_4.14.36_pm.png option:

Screen_Shot_2020-10-19_at_4.27.17_pm.png

Selecting "View" next to the "Deposit Retained" type will take you to the transaction on the Transaction List, where you can go ahead with the refund:

Screen_Shot_2020-10-19_at_4.26.56_pm.png

You can now click "Refund Transaction", where you will be asked if you're sure you want to refund the transaction:

Screen_Shot_2020-10-19_at_4.28.38_pm.png

Selecting "Yes" will complete the refund, and the retained deposit will be refunded back onto the client's original payment method:

Screen_Shot_2020-10-19_at_4.28.44_pm.png Screen_Shot_2020-10-19_at_4.28.52_pm.png

You can also do this directly via your Transaction List instead. A Retained Deposit will appear as a "Sale" Type, and will have the Payment Method as "Deposit Used".

Clicking Details, you'll see that the type was a "Retained Deposit".

Reporting

Sales Report

You can view Deposits figures via the Sales Report (Reporting > Report List). You will be able to view the following specific figures relating to your Deposit transactions:

  • Total Revenue from Deposits Retained
  • Total Deposits Received
  • Total Deposits Used

Transaction Report

If you need to look for a specific Deposit transaction, you can go to the Transaction Report (via Reporting > Report List) and use the Payment Type and Type Filters:

Screen_Shot_2020-10-19_at_4.31.38_pm.png

You can filter the Payment Type by 'Deposit', and filter the Type by either:

  • Deposit Correction
  • Deposit Refund Correction
  • Deposit
  • Deposit Refund

If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.

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